SF New Deal (EIN 850498939) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Phone

4154801185

Tax Period

2024-01-01 to 2024-12-31

SF New Deal, founded in 2020, is a mid-sized nonprofit in the Human Services sector that reported $10.2M in total revenue in fiscal year 2024. Expenses of $9.2M left a modest 9% surplus.

Mission

SF New Deal (the Organization) is a California nonprofit organization operating in the city and county of San Francisco. The mission of the organization is to strengthen neighborhoods by making it easier for under-resourced small business owners to succeed.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $9,952,253

Program Service Revenue $-5,409

Investment Income $208,014

Other Revenue $7,361

TOTAL REVENUE $10,162,219

Expense Breakdown

Grants Paid $5,467,214

Salaries & Benefits $2,907,009

Fundraising Expenses $358,186

Program Expenses $8,108,069

Other Expenses $858,249

TOTAL EXPENSES $9,232,472

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,162,219	$9,662,132	+0.1%
Expenses	$9,232,472	$10,137,818	-0.1%
Net Income	$929,747	$-475,686	-3.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$202,281

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Simon Bertrang	Executive Dir.	40.00	Officer	$178,823	$23,458	$202,281
Jenais Zarlin	Chief Impact Off.	40.00		$171,556	$14,995	$186,551
Jacob Bindman	Chief Program Off.	40.00		$168,122	$12,987	$181,109
Lenore Estrada	President	2.00	Officer Director	$0	$0	$0
Jonathan Bass	Treasurer	0.50	Officer Director	$0	$0	$0
Paul Burns	Secretary	0.50	Officer Director	$0	$0	$0
Maggie Chao	Director	0.50	Director	$0	$0	$0
Katherine Lee	Director	0.50	Director	$0	$0	$0
Jenny Wong	Director	0.50	Director	$0	$0	$0
Sujata Srivastava	Director	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$10,162,219	$9,232,472	$7,670,092	$929,747
2023	$9,662,132	$10,137,818	$6,748,731	$-475,686
2023	$9,662,132	$10,137,818	$6,748,731	$-475,686
2022	$1,202,730	$1,892,299	$7,285,835	$-689,569
2021	$5,571,546	$3,096,403	$7,967,759	$2,475,143
2020	$6,406,618	$1,207,418	$7,069,284	$5,199,200

SF New Deal